Federal and State Income Tax Institute

PROVIDING TAX EDUCATION FOR 70 YEARS

Experience an interactive review of federal tax changes and new rulings, as well as hear recommendations on ways to advise your clients and file accurately on their behalf.

To better serve our attendees and their schedules, the 2024 Federal and State Income Tax Institute will not only be offered as an in-person seminar, but we will once again offer online livestreaming webinars.

Your registration includes:

One tax update webinar on legislative updates. Please see the relevant tab below for dates and times.
Digital access for webinar recordings until December 2025

Register Now

Nebraska Department of Revenue Tax Institute Presentation
Valid Until 12/13/2024

If you're interested in sponsoring the Tax Institute, please contact us at taxinstitute@unl.edu for more information.

A 5% discount will be given to the following participants:

Educators
Federal Government Workers
Groups of Two or More
Military (Current or Former)

New Business Owners (Less Than 3 years)
New Professionals (Less Than 3 Years)
Retired Tax Professionals
Anyone who has attended the Tax Institute for 3+ years

Continuing Education Credits

Nebraska Department of Insurance

Approved for 16 CEU hours (2 hours in ethics and 14 hours general) for in-person and streaming delivery (Course Number: 6000178703)
According to the Nebraska Department of Insurance no partial credit is available, if any portion of the seminar is missed it will result in 0 hours being filed.
Starting in 2022, NE Producers may receive credit for a course that was approved for a line in which you do not hold a license. Therefore, general credit hours earned through continuing education programs will count towards any license (health, life, crop, property, casualty etc.) for NE Producers.

NE State Board of Public Accountancy

Approved for 17 CEU hours (2 hours in ethics and 15 hours general) for in-person and streaming delivery (Course Number: 24-275)

IRS

Approved for 16 CEU hours (2 hours in ethics, 3 hours in Federal Tax Law Update and 11 hours in Federal Tax Law) for in-person and streaming delivery.
- Federal Tax Law Update in Person Course Number: NQ6J1-U-00224-24-I
- Federal Tax Law in Person Course Number: NQ6J1-T-00225-24-I
- Ethics in person course Number: NQ6J1-E-00223-24-I
- Federal Tax Law Update live-stream Course Number: NQ6J1-U-00224-24-O
- Federal Tax Law live-stream Course Number: NQ6J1-T-00225-24-O
- Ethics live-stream Course Number: NQ6J1-E-00223-24-O

Nebraska Supreme Court

Approved for 13.67 CLE hours (including 2 hours in professional responsibility) for in-person and streaming delivery.
- Course Numbers: Scottsbluff: 263759 | North Platte: 264019 | Kearney: 264020 | Grand Island: 264021 | Omaha: 264022 | Omaha Webinar: 263760 | Webinar: 264016 | Lincoln: 264018 | Lincoln Webinar: 264017 | Norfolk: 264023
• Per Nebraska MCLE only five (5) hours may be obtained through completion of computer-based legal education accredited by the Director. Computer-based legal education is defined as programs in which the presenter is not physically present in the room as the attendees, including but not limited to, archived video or audio programs, presentations made via Zoom, WebEx, or similar video conferencing platforms. If you need more than 5 CLE hours, we recommend registering for an in-person class. If you would like to switch to an in-person seminar on your existing webinar registration please feel free to contact us at taxinstitute@unl.edu or 402-472-4333.

Iowa Supreme Court

Approved for 13.5 CLE hours in-person and streaming (including 2 hours in ethics). Program number for in person: 414975 | Program number for webinar: 414976

Certified Financial Planners

Approved for 16 CEU hours for in-person and streaming delivery. CEU filings will be completed by LGUTEF. Course # 330546

I thoroughly enjoyed participating in the livestreaming of the Tax Institute for a number of reasons. Since I do not live in either Lincoln or Omaha, I have had at least an hour commute each way to the place where it was being held (sometimes having no idea where the location was!) and during rush hour traffic both ways! Having to be there before the start of each session (usually 45 minutes to an hour beforehand) & having to find parking, I saved at least 3 hours per day by the livestreaming option. And more importantly, I didn’t have to worry about weather conditions while traveling there & back. In addition, being in the comfort of my home enabled me to be more relaxed & able to absorb the material better than in a crowded area with many distractions. I love the livestreaming option & would be very disappointed if it was no longer offered.

Sharon Schaub, Schaub’s Bookkeeping & Tax Service

Overview

The annual Federal and State Income Tax Institute provides high-level updates and analysis of the latest rulings, regulations and developments in the federal income tax industry.

The Tax Institute is intended for tax professionals and advisors. The program, which is revised and updated annually, provides an in-depth review of several tax areas and coverage of newly enacted laws, regulations and procedures. Practical information for filing individual and small business tax returns is stressed. Our instructors focus on recent tax law changes and on the issues you may encounter when preparing 2024 tax returns.

Program Benefits: Your registration includes digital access for webinar recordings and slides until December 2025.

The Tax Institute is offered in three different formats:

In-person 2-day seminars: Offered in six convenient locations throughout Nebraska in November and December. Cost: $542
Early Bird Cost: $514, Early Bird Cost + 5% discount: $488
Online livestreaming 2-day webinars: There will be three opportunities to attend an online livestreaming webinar. We will stream the in-person seminars being held in Lincoln and Omaha, as well as one additional standalone livestreaming session. Attendees must be continuously present during the webinar to earn CE credits. Cost: $476
Early Bird Cost: $452, Early Bird Cost + 5% discount: $428
Self-Study Package: For those who do not need to earn continuing education credits but wish to study the program content, we offer a self-study package. Cost: $428

For Early Bird Pricing, you must register by Friday, October 25, 2024.

Courses are designed for individuals who have some experience preparing and filing federal and state tax returns. The two-day institute is intermediate level.

The Nebraska Federal and State Income Tax Institute fulfills the continuing education requirements for multiple licensing organizations. The institute is an IRS Continuing Education Provider (Provider #NQ6J1). Visit www.irs.gov/taxpros/ce for more information.

In-Person Seminars

Register Now
$542 | Early Bird Cost: $514, Early Bird Cost + 5% discount: $488

For Early Bird Pricing, you must register by Friday, October 25, 2024.

Your registration includes digital access for webinar recordings and slides until December 2025.

A 5% discount will be given to the following participants:

Educators
Federal Government Workers
Groups of Two or More
Military (Current or Former)

New Business Owners (Less Than 3 years)
New Professionals (Less Than 3 Years)
Retired Tax Professionals
Anyone who has attended the Tax Institute for 3+ years

In-Person Seminar Dates and Locations
City/Date	Seminar Location	Hotel with Tax Institute Discount
Scottsbluff Monday, November 4 – Tuesday, November 5	Hampton Inn Scottsbluff Conference Center, 301 West Highway 26, Scottsbluff, Nebraska, 69361 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time	Hampton Inn Scottsbluff Conference Center, 301 West Highway 26, Scottsbluff, Nebraska, 69361
North Platte Thursday, November 7 - Friday, November 8	Best Western Plus North Platte Inn & Suites, 3201 S Jeffers St, North Platte NE 69101 / Check-in: 7:30 a.m. Seminar 8 a.m. - 5 p.m. local time	Best Western Plus North Platte Inn & Suites, 3201 S Jeffers St, North Platte NE 69101
Kearney Monday, November 11 - Tuesday, November 12	Comfort Inn Kearney, 118 3rd Avenue, Kearney NE 68847 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time	Comfort Inn Kearney, 118 3rd Avenue, Kearney NE 68847
Grand Island Thursday, November 14 - Friday, November 15	The Heartland Event Center, 700 E. Stolley Park Road, Grand Island, NE 68801 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time	Fairfield by Marriott, 805 Allen Drive, Grand Island, NE 68803
Omaha Monday, December 2 – Tuesday, December 3	Scott Conference Center, 6450 Pine Street, Omaha, NE 68106 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time	Courtyard Omaha Aksarben Village, 1625 S. 67th Street, Omaha, NE 68106
Norfolk Monday, December 9 - Tuesday, December 10	Divots Conference Center and the Lodge, 4200 West Norfolk Avenue, Norfolk, NE 68701 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time	Divots Conference Center and the Lodge, 4200 West Norfolk Avenue, Norfolk, NE 68701
Lincoln Thursday, December 12 - Friday, December 13	Courtyard Lincoln Downtown/Haymarket, 808 R St, Lincoln, NE 68508 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time Parking fee is not included in registration fee at this location.	Courtyard Lincoln Downtown/Haymarket, 808 R St, Lincoln, NE 68508

Book Deliveries
2024 National Income Tax Workbook
National Income Tax Workbook will be distributed both in digital and print formats. The digital format will be available online and managed by Omnipress. The online site will be ID and password protected. The site webmaster, Omnipress, will send an e-mail to each attendee with an ID, password and instructions for accessing the site. The files on the site may be searched and downloaded. We recommend that attendees download all archive files they believe they will need. This is recommended because after April 1, 2025 the site will be closed to any traffic. If you register before October 3, 2024, please note IDs and passwords from Omnipress will not be sent out until after this date. Emails from Omnipress will be scheduled to be sent to registered participants on October 3, November 1, December 1 and December 16.

Print copies will be provided on site at the date of the event.

Federal Tax Handbook and 1040 Quickfinder Handbook
Federal Tax Handbook and 1040 Quickfinder Handbook will start shipping during the first week of January 2025 to the physical address provided during registration. If you have a PO Box as your mailing address, please also provide a physical address in the Address 2 field of the registration form. Some books may be delivered via USPS while others may not. Please note that we do not assume any responsibility for lost book deliveries.

Continuing Education Credits
Please check back for approved Course/Activity numbers.

Online Livestreaming Webinars

Both the Lincoln and Omaha in-person seminars will be livestreamed, as well as one additional purely livestreamed session. Please read the detailed information below prior to registering to these webinars.

Register Now
$476 | Early Bird Cost: $452, Early Bird Cost + 5% discount: $428

For Early Bird Pricing, you must register by Friday, October 25, 2024.

A 5% discount will be given to the following participants:

Educators
Federal Government Workers
Groups of Two or More
Military (Current or Former)

New Business Owners (Less Than 3 years)
New Professionals (Less Than 3 Years)
Retired Tax Professionals
Anyone who has attended the Tax Institute for 3+ years

Streaming Schedule
Event	Dates	Description
Livestreaming - Session 1	December 2 & 3	The webinar will be livestreamed from the Scott Conference Center.
Livestreaming - Session 2	December 5 & 6	The webinar will be livestreamed from the College of Business.
Livestreaming - Session 3	December 12 & 13	The webinar will be livestreamed from the Courtyard Marriott Downtown/Haymarket.

What is included in registration?
Your registration includes an access link to join the webinar, three tax books: 2024 National Income Tax Workbook (digital and print versions), Federal Tax Handbook and 1040 Quickfinder Handbook, and digital access for webinar recordings and slides until December 2025.

Links to join the webinar will be emailed to the email address used in your registration one week prior to the event. The webinar will be facilitated using Zoom. A high-speed, stable internet connection is essential for the best learning experience.

Book Deliveries
National Income Tax Workbook
National Income Tax Workbook will be distributed both in digital and print formats. The digital format will be available online and managed by Omnipress. The online site will be ID and password protected. The site webmaster, Omnipress, will send an e-mail to each attendee with an ID, password and instructions for accessing the site. The files on the site may be searched and downloaded. We recommend that attendees download all archive files they believe they will need. This is recommended because after April 1, 2025, the site will be closed to any traffic. IDs and passwords will be available after September 15. Please expect an email from Omnipress after September 15.

A paper copy of the National Income Tax Workbook will be mailed to the address you provided in your registration. If you have a PO Box, please also provide a physical address as some books will be mailed USPS while others may not. Books will begin shipping around November 1 and should arrive before the first livestreaming session. In the case that the paper copy of the workbook does not arrive to your address prior to the webinar, please be prepared to use the digital copy of the workbook.

Federal Tax Handbook and 1040 Quickfinder Handbook
Federal Tax Handbook and 1040 Quickfinder Handbook will start shipping during the first week of January 2025 to the physical address provided during registration. If you have a PO Box, please also include a physical address in your registration in the Address 2 field. Some books are shipped via USPS while others are not.

Continuing Education Credits
Please check back for approved Course/Activity numbers.

Virtual Attendance
Online attendance will be taken periodically starting at 8 a.m. excluding breaks. Please make sure you respond to the on-screen attendance poll promptly to earn your certificate of attendance and applicable CE credits.

Group viewing is allowed. Each group is required to designate an onsite proctor, which can be an attendee. The proctor has the responsibility of ensuring all individuals at the site are paying attention to the program and are not engaging in activities unrelated to the livestreaming webinar. In addition, the proctor has to submit the appropriate group viewing attendance form that can be downloaded below. Each group member is required to register to the webinar.

Attendance Form

Self-Study Package

If you have missed this year's symposium, you can register for the self-study package. The package includes a paper copy of program books (National Income Tax Workbook published by LGUTEF, Federal Tax Handbook and 1040 Quickfinder Handbook ), presentation videos and slides. You will have access to digital content until December 2025 and your books will be mailed to your address. The fee for the self-study package is $428.

Please note that participating in the self-study program does not earn continuing education credits.

Register Now

Update Webinars

Only participants of the 70th Tax Institute (in-person, online streaming and self-study packages) are invited to the update seminars. Participants will receive email communication with pre-registration links to the webinars.

If you would like to attend these update webinars, please register to the program. Details of the program are provided under the relevant tab. Feel free to reach out to Dr. Emre Unlu if you have any questions (emre@unl.edu or 402-472-4333)

2025 January Update Webinar (120 minutes)
January 21, 2025, 9-11 a.m.

Continuing Education Credits:

IRS: Approved for 2 CEU update hours, no ethics hours (Program number: NQ6J1-U-00227-24-O)
NE Board of Accountancy: Approved for 2 CPE update hours, no ethics hours (Course number: 24-361)
NE Department of Insurance: Approved for 2 CEU general hours, no ethics hours (Course number: 6000182450)
NE Supreme Court: Approved for 2 CLE general hours, no professional responsibility hours(Activity ID: 265882)
IA Supreme Court: Approved for 2 CLE general hours, no professional responsibility hours (Activity ID: 418657)

Online attendance will be taken periodically. Please make sure you respond to the on-screen attendance poll promptly to earn your certificate of attendance and applicable CE credits.

Group viewing is allowed. Each group is required to designate an onsite proctor, which can be an attendee. The proctor has the responsibility of ensuring all individuals at the site are paying attention to the program and are not engaging in activities unrelated to the livestreaming webinar. In addition, the proctor must submit the appropriate group viewing attendance form that can be downloaded below. Each group member is required to be registered for the webinar.

Conditional on successful completion of the webinar, each participant will receive a certificate of completion to their email address. Tax Institute will file on behalf of participants who are PTIN (IRS), NE Department of Insurance Producer and NE Supreme Court registered attorneys. NE CPAs and IA Supreme Court registered attorneys need to file their credits on their own using the certificate of completion.

Group Viewing Attendance Form

Topics and Materials

Topics

The Tax Institute stresses practical and useful information to facilitate the filing of individual and businesses tax returns. New legislation, continuing guidance and regulations provide the structure for learning and discussion. At a glance, the Tax Institute will cover the following topics:

New legislation and guidance as applicable to income tax filing
Topical discussion including: Individual, Business, Retirement and Estate Tax Issues
Current and up-dating guidance will be monitored to provide attendees as current as possible tax information

Materials

Your registration includes the following comprehensive materials:

2024 National Income Tax Workbook
Errata will be published when/if available
The invaluable 2024 National Income Tax Workbook from the Land Grant University Tax Education Foundation is a bound, approximate 600-page volume with a complete index. If changes warrant, you will receive a supplement covering the current income tax items of interest, in addition to having access to the regular electronic updates. The various chapters in the textbook are written by authors with expert knowledge in preparing individual and small business income tax returns.

The Tax Workbook is used in tax schools held in 30+ states during the fall each year to teach more than 30,000 tax practitioners. This book is available only to the participants in the tax schools as part of their educational material. For a complete description of the textbook contents, go to www.taxworkbook.com.

2024 Workbook topics will be published when available

National Income Tax Workbook will be distributed both in digital and print formats. The digital format will be available online and managed by Omnipress. The online site will be ID and password protected. The site webmaster, Omnipress, will send an e-mail to each attendee with an ID, password and instructions for accessing the site. The files on the site may be searched and downloaded. We recommend that attendees download all archive files they believe they will need. This is recommended because after April 1, 2025, the site will be closed to any traffic. IDs and passwords will be available after October 1. Depending on when you register for the Tax Institute, please expect an email from Omnipress on either October 3, November 1, December 1 or December 16, 2024.

Depending on your attendance, the print version of the National Income Tax Workbook will either be provided to you on site (in-person seminars) or mailed to your physical address.

Federal Tax Handbook
Designed to provide quick and easy answers to critical tax questions, the Federal Tax Handbook offers comprehensive, insightful guidance on federal tax law, including the latest regulations, rulings, and revenue procedures as well as precise explanations about changes that could impact your business or your clients. Please visit Thomson Reuters website to learn more about the Federal Tax Handbook.

1040 Quickfinder Handbook
The 1040 Quickfinder Handbook is your trusted source for quick reference to tax principles that apply when preparing individual income tax returns. It covers all aspects of preparing a Form 1040, including tax law changes and IRS developments, and is presented in a concise, easy-to-use format. Please visit Thomson Reuters website to learn more about the Federal Tax Handbook.

Nebraska Department of Revenue Presentation

The Nebraska Department of Revenue is scheduled to make a presentation between 8-8:50 a.m. on the second day of each event excluding Omaha. The date and time of the presentation at the Omaha event will be announced at a later date.

NE Department of Revenue Slides will be published when available

Experts and Partners

The tax institutes are instructed by leading experts: J’Nan Ensz and Guido van der Hoeven.

J’Nan L. Ensz, CPA
J’Nan Ensz, CPA, graduated summa cum laude with a bachelor of science degree from Bethel College in 1987 with double majors in accounting and business administration. Upon graduation, she worked for a mid-size CPA firm in St. Louis, but, after passing the CPA exam, she decided to leave the rigors of public accounting to work for small-to-medium corporations as controller or senior accountant, gaining valuable experience in management.

In 2003, she fulfilled a life-long dream and went into business with her father, John Hiebert an Enrolled Agent who is now retired. She specializes in helping individuals fulfill their life-long dreams by providing advice for small, closely-held businesses whether they operate as sole-proprietorships, partnerships or S-Corporations. She provides the expertise a small business owner needs in the area of accounting and tax without the price tag of having to hire their own controller, accounting manager or bookkeeper. She developed a niche market performing on-site accounting, tax services and QuickBooks training as a QuickBooks Pro Advisor. She also works closely with the Rural Enterprise Assistance Project (REAP) presenting seminars to small business owners in the areas of tax planning, cash flow management, financial statement analysis and payroll processing.

Guido van der Hoeven, EA
Guido van der Hoeven serves as the chief editor of the Land Grant Agriculture book published yearly by the Land Grant University Tax Education Foundation. He recently retired from the Department of Agricultural and Resource Economics at North Carolina State University where he provided resources and program leadership in the areas of taxation, intergenerational transfers, estate planning, and farm management. Prior to his retirement, he was the director of the University of North Carolina Income Tax Schools. He has testified before the United States Congress Committee on Agriculture, where he addressed the impact of Tax Code changes on the agriculture industry. Guido, and as a speaker, places a premium on clarity and precision – with an occasional dash of humor.

FAQs

Payments, Refunds and Cancellation Policies

How will I know if my credit card payment was accepted? You will receive a confirmation email at the end of registration. Please print this message if you need a receipt for your records. The charge on your credit card billing statement appears as “cvent*70th Annual Federal & State Income Tax Institute”.
Where do I mail my check? Please make your check payable to UNL Tax Institute and mail it to: University of Nebraska - Lincoln Attn: Emre Unlu PO Box 880405 Lincoln, NE 68588-0405 Attendees paying by check need to allow 7-10 business days for checks to be received. Checks must be received at least 15 days prior to the event. Returned Check Fee A fee of $25.00 will be assessed on all returned checks.
Can I get a refund if it storms on the day of a seminar? If we hold the seminar, no refund will be provided regardless of the weather. Historically, seminars are rarely canceled due to inclement weather. If weather occurs, you will be informed by email before 6 a.m. of the day(s).
What is the cancellation policy? Cancellation Policy for In-Person Seminars: If you cancel your registration one week or more prior to the event you're attending, you will be refunded what you paid less $50 cancellation fee. Any cancellations less than one week prior to the event will result in a 0% refund. If you cannot attend the location or livestreaming session you registered for and would like to change to another seminar/session, please contact us at taxinstitute.unl.edu. Cancellation Policy for Livestreaming Sessions: If you cancel your registration by October 31 2024, you will be refunded what you paid less $50 cancellation fee. Any registrations cancelled after this date, will result in a 0% refund but you will still receive all your books, access to self-study, invitation to the update webinar (early 2025). Please contact the UNL Tax Institute at taxinstitute@unl.edu to cancel your registration and process your refund. Cancellation Policy for Self-Study: No refunds will be issued for self-study registrations. For any format, you are allowed to send a substitute if you cannot attend the program. Please contact us at taxinstitute.unl.edu if you need to send a substitute in your place.

Continuing Education Hours

When will I receive my Certificate of Attendance for Continuing Education Hours purposes? Every effort will be made to issue Certificates of Attendance in a timely manner. In most cases, certificates are emailed within one week of the completion of the in-person seminar or livestreaming session you’ve attended. We will email certificates to the email address you provided during registration. Certificates have been known to go into the recipients Junk Box, so please check there as well. If we receive a rejection from your Professional Licensing Organization that you do not exist, we will notify you by email.
I'm an insurance professional with a Nebraska license. Will I receive a special certificate for the Nebraska Department of Insurance? There are no special certificates provided but we will email a certificate of attendance subject to verification of your attendance. We will file your hours with the State. If you have lost or not received your Certificate of Attendance, please contact taxinstitute@unl.edu for a duplicate.
Does Nebraska Department of Insurance approve this course for all Insurance designations? Yes. Starting January 2022, the Nebraska Department of Insurance allows insurance producers to earn non-ethics CE credits from any topic regardless of their area of license.

Books

When will my books arrive? The National Income Tax Workbook will be provided to you at the in-person seminar (if you registered to attend an in-person seminar). If you are attending/participating in the Livestreaming Webinar your workbook will be mailed to the address you provided in your registration. Please note, workbooks will be available to us around October 28, so attendees registered by this date will have their books shipped to them as soon as the books are available to us. After this initial large shipment of books goes out, we will mail books out periodically, as registrations continue to come in. We typically mail books within 5 business days of a participant’s registration. The RIA Federal Tax Handbook and the 1040 Quickfinder will be mailed to each attendee around early to mid-January 2025.
Who ships the books? The RIA Federal Tax Handbook and the 1040 Quickfinder are shipped directly from the Publisher. We provide the Publisher the address you submitted to us during registration. The Publisher does NOT typically use USPS for their shipping needs, but UNL (who ships the Workbook to Livestreaming participants) does. Please make sure, if you have a PO Box, you are also giving us a physical address for the books to be delivered to so non-USPS shippers can deliver your books to you. Please note, if you share space with other businesses, you assume the risk that your books might be placed in the wrong businesses box/area. We recommend you having your books sent to your home address is this is the case.
Why did I not receive my books? The most probable reason a book(s) was not received is an incorrect mailing address. For participants attending the Livestreaming Webinar, please let us know if you did not receive your National Income Tax Workbook two weeks after registering (please remember the physical book will not be available to us until around October 28, so if you registered before this date, please allow two weeks past October 28 to contact us). For all attendees (in-person or livestreaming) please let us know if you did not receive your RIA Federal Tax Handbook or 1040 Quickfinder by January 31, 2025. If you did not receive your book(s) please email us at taxinstitute@unl.edu.

Tax Institute

taxinstitute@unl.edu
PO Box 880405
Lincoln, NE 68588-0405
402-472-4333

FEDERAL AND STATE
INCOME TAX INSTITUTE